News / Module Status
(May 23rd, 10 am) T&E Module online. SEND BACK email notifications now directed top submitter (traveler or designated entry person).
• (May 4th, 2 pm) Module speed increased by a purging of inactive student records.
• (April 27th, 10 am) T&E Module online. Some student IDs currently are not being recognized. This situation should be resolved by Monday, April 30th.
• (April 25th, 12 pm) - T&E Module online. Remember to enter your request through EMPLOYEE SELF-SERVICE for all entry activities for yourself or to assist another traveler..
• (April 23th, 6 pm) - T&E Module online. Reference step-by-step approver instructions here.
Common community-wide send-backs: Lack of entered speedtype, lack of attached backup. Some approvers are unaware of their rolls. Check with your finance office if there are questions.
• (April 19th, 12 pm) - T&E Module online. Earlier irregularities with approver email notifications have been addressed. Reference step-by-step approver instructions here.
Remember that travelers that have not had AP access to PS Financials before the new T&E Module must complete a PS online security form or have someone do this for them.
• (April 18th, 12 pm) - T&E Module online! Registration links for additional training classes will be posted tomorrow.. New sessions will include two dates in April at the KSL computer lab; the 24th@ 2:30 pm and the 30th @ 9:30 am.
You must choose EMPLOYEE SELF-SERVICE from the Financials menu to properly enter the module. See a graphic here.
• (April 17th, 9 pm) - T&E Module online! Additional training classes are being added due to strong responsed. Check back soon for days and times.
• (April 14th) The initial versions of T&E Module Entry and Approval "how to" guides have been published in PDF format.
• (April 13th) We are on track to go live Monday, April 16th.
• (April 6th) Attendance for the three now-completed general info sessions reached over 200 attendees. Thanks to everyone for their interest, enthusiasm, and questions.
The first two hands-on trainings took place this week in the Nursing School computer lab. The remaining 11 sessions are filling up quickly, so be sure to register if you've not already done so. As an extra measure, module training materials will begin appearing online within the next week. Be sure to contact the training team if you have any unanswered questions or particular training needs.
• (March 30th) The training team has announced a series of hands-on lab sessions for the T&E module. See the schedule »
• (March 28th) Thanks to the 90 persons who attended our first info session in BRB 105! Your attention and many thoughtful questions were much appreciated.
• (March 15th) The training team has announced three initial general info/demonstration sessions. Each will be approximately two hours. Each session is stand-alone and will cover the same material.
- Tuesday March 27th, 10am, BRB 105
- Thursday March 29th, 2pm, Strosacker Auditorium
- Monday April 2nd, 11:45am, Clark Hall 309
No registration is needed for these large-format info sessions. Announcements on hands-on lab sessions across campus are forthcoming.
Next update: Friday, April 13th
• (March 9th) Three of four hands-on sessions have been completed with the T&E Focus Group. Many useful suggestions were given and, as to be expected, a number of module idiosyncrasies were uncovered via a series of exercises by our participants. After completing the final testing session this afternoon, we'll assess the gathered feedback and make the necessary fixes and edits, where possible, next week.
Rollout Timeline
Transition Period
The new Travel and Expense Module will "go live" on April 16th. Travelers and requestors will be able to use either the current, paper-based system or the new T&E module through May 31st.
As of June 1st
• the new T&E Module will be the sole processing tool for employee and student reimbursement requests; and
• Requests for non-employees and petty cash will remain on the current, paper-based system.
Training
Each will be approximately 90 minutes in length and will be stand-alone. Sessions will be held in computer labs, therefor seating is limited. Register by clicking the link at the end of each event line. Please choose your session(s) carefully as there is no ability to change once registered.
Registration links for additional training classes will be posted later today (April 18th). New sessions will include two dates later this month at the KSL computer lab; the 24th@ 2:30 pm and the 30th @ 9:30 am.
- Wednesday April 4th, 2:30-4 pm; Nursing School Lab (ground floor, next to Cyber Cafe)
- Thursday April 5th, 9:45-11:15 am; Nursing School Lab (ground floor, next to Cyber Cafe)
- Tuesday April 10th, 3:00-4:30 pm; Kelvin Smith Library (basement floor) --- closed, max capacity
- Wednesday April 11th, 9:30-11 am; Nursing School Lab (ground floor, next to Cyber Cafe)
- Thursday April 12th, 8:30-10am; Kelvin Smith Library (basement floor)
- Thursday April 12th,10:30-12 noon; Kelvin Smith Library (basement floor)
- Thursday April 12th,12:30-2 pm; Kelvin Smith Library (basement floor)
- Thursday April 12th, 2:30-4 pm; Kelvin Smith Library (basement floor)--- closed, max capacity
- Friday April 13th, 2-3:30 pm; Nursing School Lab (ground floor, next to Cyber Cafe)
- Tuesday April 17th, 9:30-11 am; Kelvin Smith Library (basement floor) --- closed, max capacity
- Tuesday April 17th, 1:30-3 pm; Kelvin Smith Library (basement floor)--- closed, max capacity
- Wednesday April 18th, 2:30-4 pm; Nursing School Lab (ground floor, next to Cyber Cafe)--- closed, max capacity
- Thursday April 19th, 9:45-11:15 am; Nursing School Lab (ground floor, next to Cyber Cafe)--- closed, max capacity
- Tuesday April 24th, 2:30 - 4:00 pm; KSL
- Monday April 30th, 9:30- 11 am; KSL
- Thursday May 3rd, 10:30 - 12 PM; KSL
- Wednesday May 9th, 10:30 - 12 PM; KSL
- Thursday May 10rd, 2:30 - 4 PM; KSL
- Monday May 14th, 2:00 - 3:30 PM; KSL
- Monday, May 21st, 1- 2:30 PM; KSL
- Wednesday May 23, 3 - 4:30 PM; KSL
- Thursday May 24, 10 - 11:30 AM
- Friday May 25th, 10:30 - Noon; KSL -- cancelled
Legacy Peoplesoft Request System will be shut down on May 31st for all student, faculty, and staff reimbursements.
Ongoing T&E Module training and support after the rollout period will be featured in regularly scheduled Travel CAPS classes. The Travel Services website will also have a dedicated area of training content.
CWRU PeopleSoft T&E Module Guides
How to Enter an Expense Report »
How to Enter a Speedtype in an Expense Report »
How to Approve an Expense Report »
Frequently-Asked Questions (FAQs)
Leading SEND BACK Triggers
May 21st - Local travel and expenses should be marked as LOCAL in DEFAULT LOCATION field. International expenses should be put under the INTERNATIONAL menu choice.
May 9th - Missing default speetype entered through main request page via ACCOUNTING DEFAULTS link
More Information
Michael Kurutz, Travel Service Manager
T&E Module Subject Matter Expert
Sears Hall 212, tel. 216-368-6092